Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.61% 0.08% 55.14M 14141.83
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.18% -- -- Upgrade

Basic Info

Investment Strategy
The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Kingsview Select Subsector Index. The fund is a fund of funds that generally invests at least 80% of its total assets in the constituents of the index. The index generally consists of 10 U.S. listed ETFs of any market capitalization that represent economically advantageous U.S. sectors and subsectors.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index --
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Monarch Funds
Prospectus Benchmark Index
Kingsview Select Subsector USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Anand Desai 0.07 yrs
Dustin Lewellyn 0.07 yrs
Ernesto Tong 0.07 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
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Total Return (NAV)
--
--
--
--
--
--
--
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Category Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Cat (NAV)
--
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As of May 02, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
--
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.64%
21.41%
-9.88%
26.92%
14.25%
26.82%
-11.87%
14.30%
5.43%
18.51%
-7.82%
28.91%
12.71%
29.41%
-11.62%
13.70%
2.86%
19.02%
-8.56%
30.56%
15.01%
25.59%
-17.12%
17.74%
3.12%
18.76%
-6.57%
28.98%
16.25%
25.05%
-15.85%
17.79%
2.96%
As of May 02, 2024.

Asset Allocation

As of April 26, 2024.
Type % Net % Long % Short
Cash 0.34% Upgrade Upgrade
Stock 99.66% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Kingsview Select Subsector Index. The fund is a fund of funds that generally invests at least 80% of its total assets in the constituents of the index. The index generally consists of 10 U.S. listed ETFs of any market capitalization that represent economically advantageous U.S. sectors and subsectors.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index --
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Monarch Funds
Prospectus Benchmark Index
Kingsview Select Subsector USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Anand Desai 0.07 yrs
Dustin Lewellyn 0.07 yrs
Ernesto Tong 0.07 yrs

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